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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,836 | $118,708-97.6% | $98,920-97.1% | $158,982-98.2% |
| Participation rate | 95.7% | 77.8%+17.8pp | 76.0%+19.6pp | 82.0%+13.7pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $891 | $3,334-73.3% | $2,689-66.9% | $4,763-81.3% |
| Participant deferral / active EE | $1,799 | $5,089-64.6% | $4,245-57.6% | $5,983-69.9% |
| Admin fee / account holder | $109 | $10,134-98.9% | $6,643-98.4% | $11,252-99.0% |